Overview
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and we are a team of passionate professionals guided by our purpose — placing the power of good advice into more hands, helping clients make significant decisions with confidence and guiding them towards their goals.
What will you be doing?
We are seeking a talented individual to join our Operations team in Liverpool. You will work closely with all Online Investment Services team members, interact with other operational areas across the business and stakeholder departments, to deliver high-quality end-to-end client service for the Bestinvest Direct project. You will deliver high-performing, quality services with consumer outcomes at the core, aligned to key performance indicators, business goals and objectives, and will drive consistency and cultural alignment with the brand. The role requires someone who is commercially aware and strategic in operational approach, with strong planning, organisational and communication skills, and an ability to deliver first-class service to clients.
Responsibilities
* Investigate and respond to incoming queries via telephone and email
* Ensure all operational deliverables are actioned on time in accordance with service level agreements, agreed quality standards, regulatory and company requirements
* Adhere to all HMRC and FCA regulations including CASS and COBS rules and all Company policies and procedures
* Understand the client onboarding process and enrichment of client accounts
* Process transfer requests on the custody platform and maintain accurate client data on all platforms
* Closure/archiving of records on XPLAN
Qualifications
Skills and Experience
* Call handling and customer service experience is advantageous
* Strong interpersonal skills essential, with the ability to communicate well both written and verbally to senior audiences
* Demonstrable interest in financial services
* Working knowledge of Microsoft Office packages: basic Word and intermediate Excel
* Ability to understand and summarise complex information in a professional and concise manner and solve problems quickly with high levels of accuracy and attention to detail
* Ability to organise workloads effectively and meet tight deadlines, with a flexible approach to team priorities
Desirable
* Experience gained within a financial services institution, especially in Operations, is advantageous but not essential
* For candidates with no relevant experience, Scottish Higher / GCSEs (or equivalent) at level C or higher in relevant subject
* Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential
Additional Information
As a colleague at Evelyn Partners you will have access to benefits that include:
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working model (role dependent)
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. Evelyn Partners supports a wide range of active employee resource groups and is delivering diversity, equity and inclusion initiatives across the organisation. We are committed to providing a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and can achieve their full potential in a safe, supportive, and inclusive environment. We are happy to make reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
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